Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
At $1,646.54, SanDisk (NASDAQ:SNDK) looks fully valued. The June rebound has pushed the stock into the upper band of its 52-week range after a 593.63% year-to-date run, leaving investors a choice between chasing momentum and respecting cycle math. SanDisk is a pure-play NAND flash storage company spun out last year, selling SSDs, embedded memory, and ... Up 500% in 2026: 1 Deeply Concerning Reason to Stand Pat on SanDisk Stock Despite the June Rebound
Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the next leg of the artificial intelligence (AI) trade. The new grouping, half marketing slogan and half investment thesis, goes by the name MANGOS: ... Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS
Mizuho is bullish on AI storage and sees 35% upside in Western Digital Corp.
Sandisk's NBM model has secured $42B in revenue commitments, boosting demand visibility and aiming to reduce exposure to NAND market volatility.
The semiconductor cycle has always moved in waves — shortage, oversupply, correction, repeat. But the current cycle feels different. Demand isn’t just being pulled forward by smartphones or cloud servers. It’s being reshaped by artificial intelligence infrastructure that requires vastly more memory, more bandwidth, and more advanced packaging than the industry was ever scaled to ... Micron, SanDisk, and SK hynix Investors Should Fear One Thing: Elon Musk
Nvidia's time could be coming.

Retail investors are piling back into AI trade leaders, according to the latest Schwab Trading Activity Index (STAX) report. Charles Schwab head trading and derivatives strategist Joe Mazzola breaks down the latest trends in retail trading activity, including how investors are reacting to geopolitical risks from the Middle East.
Kioxia still looks like a promising play on the booming AI market.
Memory and storage stocks are taking it on the chin at midday Tuesday, but the sell-off isn’t hitting every name equally. Micron Technology (NASDAQ:MU) shares are down 6%, and Western Digital (NASDAQ:WDC) stock is off 5%. Yet, SanDisk (NASDAQ:SNDK) shares are holding firm (comparatively speaking) as they trade flat on the session. The backdrop is ... Micron Sinks 6%, Western Digital Falls 5% but SanDisk Holds Steady
AI Trade Weakens, Sending Nasdaq Lower
The S&P 500 Index ($SPX ) (SPY ) today is up +0.93%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.89%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. June E-mini S&P futures (ESM26 ) are up +0.76%, and June E-mini Nasdaq futures...
Micron led the semiconductor chips lower after an initial bounce on Tuesday.
Micron led the semiconductor chips higher for a second day in a row on Tuesday.
Over the last 7 days, the United States market has dropped 2.7%, yet it remains up by 23% over the past year, with earnings forecasted to grow by 17% annually. In this dynamic environment, identifying high growth tech stocks involves looking for companies that exhibit strong innovation potential and robust financial health to capitalize on future opportunities.
FEATURE There’s no need for Wall Street to worry about the artificial-intelligence trade fizzling out, judging by the stocks that were rising ahead of the opening bell Tuesday. Chip maker Marvell Technology jumped 4.
Sandisk has already delivered one of the most extraordinary stock rallies in the technology sector this year, up more than 550% in 2026 before last week's pullback. The memory company fell more than 15% over two sessions as the broader AI trade sold off on Broadcom earnings and profit-taking. Bank ...
Dow Jones Futures: President Trump and Iran's comments sparked a tech rebound Monday. Micron, Nvidia and Sandisk were big winners.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.58%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...
Sandisk Stock Spikes as BofA Issues Stunning $2,100 Price Target
SanDisk (NASDAQ:SNDK) has won a higher price target from Bank of America, with the bank lifting its objective to $2,100 from $1,550 on the back of robust NAND demand, favourable pricing trends, and a new wave of long-term supply agreements. At BofA's 2026 Global Technology Conference in San...
SNDK and MRVL are emerging as AI winners, fueled by booming data center demand, strong revenue growth and expanding AI infrastructure.